{ "dataset": "Australian online stockbrokers", "source": "Each broker's own pricing page, Financial Services Guide and terms (brokerage, CHESS sponsorship or custody, execution and clearing); ASIC's Australian Financial Services Licensee register on data.gov.au (licence, ABN, authorisations)", "licence_note": "Brokerage a broker charges in US dollars is converted at the Reserve Bank of Australia's 4pm AUD/USD rate (CC BY 4.0, source: Reserve Bank of Australia). The licence fields are from ASIC's AFS Licensee dataset on data.gov.au, published under the Creative Commons Attribution 3.0 Australia licence. Brokerage, holding model, execution and clearing are facts read from each broker's own published pages, and every one carries the URL and the sentence it was read from. Brokerage is the standard online rate for one ASX trade; it changes without notice and some brokers price differently for frequent traders, other settlement accounts or phone orders. This is reference data, not advice about which broker to use.", "broker": { "slug": "iinvest", "name": "iInvest Trading & Advisory", "product": null, "website": "https://www.iinvestadvisory.com/", "category": "adviser_only", "checked": "2026-10-15", "status_note": "Full-service advisory stockbroker (general and personal advice, trading desk); brokerage is set with the client's iInvest adviser, minimum $110 + GST. No self-directed online trading platform is described.", "successor_slug": null, "legal_entity": "iInvest Trading & Advisory Pty Ltd", "entity_note": null, "authorised_representative_of": "Zodiac Securities Pty Ltd", "authorised_representative_no": "431611", "afsl": "398350", "abn": null, "acn": "159630430", "holding": "chess", "holding_note": "FAQ: client shares are held on CHESS on the client's individual HIN.", "asx_coverage": null, "asx_coverage_note": null, "execution_participant": "Morrison Securities Pty Ltd", "clearing_participant": "Morrison Securities Pty Ltd", "international_shares": true, "brokerage": null, "account_fee": null, "expected": null, "quotes": { "brokerage": { "text": "iInvest will charge you a minimum of $110 per transaction or 1% of the transaction value (all amounts excluding GST).", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf", "checked": { "status": "found", "at": "2026-11-13T00:45:45+00:00" }, "citation": { "quote": "iInvest will charge you a minimum of $110 per transaction or 1% of the transaction value (all amounts excluding GST).", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf#page=5", "page": 5, "document_sha256": "73992edb67a9825e139b57d628187215fc70a834a24c2f1167a96a6c7c4144a8", "confirmed": "2026-11-13" } }, "holding": { "text": "Client’s shares can be held on CHESS with their chosen broker, and they are held on the client’s individual HIN and holding statements are sent out to the client’s registered address.", "url": "https://www.iinvestadvisory.com/faqs/", "checked": { "status": "found", "at": "2026-11-13T00:45:45+00:00" }, "citation": { "quote": "Client’s shares can be held on CHESS with their chosen broker, and they are held on the client’s individual HIN and holding statements are sent out to the client’s registered address.", "url": "https://www.iinvestadvisory.com/faqs/#:~:text=Client%E2%80%99s%20shares%20can%20be%20held,to%20the%20client%E2%80%99s%20registered%20address.", "document_sha256": "6571cdfeeda816f314010a1e0a7e7fcab8d800d0b2ae6e0aaa47910906b2ab4f", "confirmed": "2026-11-13" } }, "execution": { "text": "We engage Morrison Securities Pty Ltd (AFSL No. 241737 ABN 50 001 430 342) and Australian Investment Exchange Pty Ltd (“AUSIEX”) (AFSL No. 241200 ABN 71 076 515 930), collectively referred to as Wholesale Brokers, for the purpose of trading, clearing and settlement of client orders in domestically listed financial products", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf", "checked": { "status": "found", "at": "2026-11-13T00:45:45+00:00" }, "citation": { "quote": "We engage Morrison Securities Pty Ltd (AFSL No. 241737 ABN 50 001 430 342) and Australian Investment Exchange Pty Ltd (“AUSIEX”) (AFSL No. 241200 ABN 71 076 515 930), collectively referred to as Wholesale Brokers, for the purpose of trading, clearing and settlement of client orders in domestically listed financial products", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf#page=3", "page": 3, "document_sha256": "73992edb67a9825e139b57d628187215fc70a834a24c2f1167a96a6c7c4144a8", "confirmed": "2026-11-13" } }, "international": { "text": "iInvest may arrange for the execution, clearing and settlement of securities on international markets for you.", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf", "checked": { "status": "found", "at": "2026-11-13T00:45:45+00:00" }, "citation": { "quote": "iInvest may arrange for the execution, clearing and settlement of securities on international markets for you.", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf#page=3", "page": 3, "document_sha256": "73992edb67a9825e139b57d628187215fc70a834a24c2f1167a96a6c7c4144a8", "confirmed": "2026-11-13" } }, "status": { "text": "The amount of brokerage you pay will be determined in consultation with your iInvest Adviser.", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf", "checked": { "status": "found", "at": "2026-11-13T00:45:45+00:00" }, "citation": { "quote": "The amount of brokerage you pay will be determined in consultation with your iInvest Adviser.", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf#page=4", "page": 4, "document_sha256": "73992edb67a9825e139b57d628187215fc70a834a24c2f1167a96a6c7c4144a8", "confirmed": "2026-11-13" } } }, "sources": [ "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf", "https://www.iinvestadvisory.com/faqs/", "https://www.iinvestadvisory.com/shares/", "https://www.iinvestadvisory.com/" ], "documents": [ { "title": "Financial Services Guide (21 January 2026)", "url": "https://www.iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf" }, { "title": "FAQs", "url": "https://www.iinvestadvisory.com/faqs/" } ], "curation_notes": "Discovered on Morrison Securities' own blog post 'Three top trading strategies for FY22' (Haydn Froggatt, iInvest Securities); the FSG confirms Morrison as a wholesale broker, alongside AUSIEX, so execution/clearing could be either. Brokerage null because it is an advised service; for reference the FSG rate is max($110, 1%) + GST (=$121 / $121 / $550 at $1k/$10k/$50k, GST-incl). The FSG also names Desktop Broker for the MPS and IBA for international orders. The FSG gives ACN only, no ABN.", "licence": { "afsl": "398350", "name": "ZODIAC SECURITIES PTY LTD", "abn": "76142982554", "acn": null, "licensed_since": "2011-04-20", "locality": "Burleigh Heads QLD 4220", "authorisations": { "advice_securities": [ "retail" ], "deal_securities_for_clients": [ "retail" ] }, "source": { "dataset": "ASIC AFS Licensee dataset", "url": "https://data.gov.au/data/dataset/asic-afs-licensee", "release": "https://data.gov.au/data/dataset/ab7eddce-84df-4098-bc8f-500d0d9776d1/resource/d98a113d-6b50-40e6-b65f-2612efc877f4/download/afs_lic_202611.csv", "last_modified": "2026-11-11T20:51:07.739275", "licence": "Creative Commons Attribution 3.0 Australia" }, "disagreements": [] }, "category_label": "Only through a financial adviser", "holding_label": "CHESS-sponsored", "prices": null, "prices_native": null, "fx": null, "plans": [], "etf_brokerage": null, "etf_prices": null, "etf_sell_prices": null, "page": "https://deepalmanac.com/au/finance/stockbrokers/iinvest/", "json": "https://deepalmanac.com/au/finance/stockbrokers/v1/brokers/iinvest.json" } }